Saurabh Mukherjea takes cue from Brad Pitt film to launch quant fundThe selection of stocks, which is done using a Python code, begins with forensic screening and looking for companies with low leverage and ...
25 Jan, 2023, 10.19 AM IST
Betting on bluechips, cheap stocks? Saurabh Mukherjea has a pro tip for startersOn whether he is more bullish on the market now than what he was in the beginning of 2022, the fund manager said his team spends very littl...
20 Dec, 2022, 11.59 AM IST
Why Saurabh Mukherjea doesn't regret replacing ITC with Titan 2 years ago“Share price action has no bearing on what we do. Whether it is ITC, Titan or HDFC Bank, the share price tells you nothing about the compan...
14 Jul, 2022, 12.48 PM IST
Saurabh Mukherjea admits making two mistakes in his widely-tracked portfolioDalal Street's widely followed money manager Saurabh Mukherjea, who manages assets worth over Rs 9,000 crore, has written to investors deta...
07 Apr, 2022, 11.06 AM IST
Saurabh Mukherjea's formula to find stocks that can deliver 10x returns in 10 years“Our job is to look for companies where the barriers to entry are absolute. There is very little competition to these companies and therefo...
30 Mar, 2022, 11.43 AM IST
Saurabh Mukherjea suggests two epic themes for long-term wealth creation"If you want to be a little bit more aggressive, look for companies which are plays on the real estate recovery."
10 Dec, 2021, 01.36 PM IST
Stock with a PE of 100 can be cheap! Saurabh Mukherjea explains howSaurabh Mukherjea said buying a stock at any price does not mean buying at any value.
26 Oct, 2021, 09.38 AM IST
Long & Short of Markets: Saurabh Mukherjea's tip on which stocks to buy in an inflationary environmentMarket expert Saurabh Mukherjea says in such soaring cost inflation periods, a company’s dominant market presence can give it the advantage...
17 Oct, 2021, 03.11 PM IST
Saurabh Mukherjea's favourite midcap bet for a post-Covid world"Whether you buy cleaning products and personal care products through Unilever or P&G, ultimately the raw material is coming from Galaxy Su...
11 Jun, 2021, 10.21 AM IST
The shift in government spending from capex towards revex is retrograde: Saurabh Mukherjea, Ambit CapitalMy three takeaways from yesterday’s budget would be TVS Motors, Ashok Leyland and PI Industries
01 Mar, 2016, 05.39 PM IST
Expect potential bounce up in the stock of Reliance Industries: Ambit Capital"Given how long we have discussed KG D6, it is a good news not just for Reliance, but for the country," Mukherjea said.
20 Dec, 2013, 12.23 PM IST
Avoid sugar sector, given the extent of political influence: Saurabh Mukherjea"The challenge in this sector is how do you when to exit and it is very difficult to time the political catalyst."
25 Nov, 2013, 03.12 PM IST
New RBI governor likely to keep liquidity tight: Saurabh Mukherjea, CEO, Institutional Equities, Ambit Capital'Global markets have readjusted and if, on September 18, all we get is a token taper of a few billion dollars, then you could see a bounce-...
02 Sep, 2013, 04.53 PM IST
Expect weak results from banking, IT and FMCG sectors: Saurabh Mukherjea, Ambit CapitalThere is considerable investor apprehension about banking, IT and FMCG sectors. There is an expectation that we will see a weak result seas...
05 Apr, 2013, 12.29 PM IST
- Petrol price hike is inevitable; diesel price hike necessary to avoid downgrade: Saurabh Mukherjea, Ambit Capital
"Given how Brent has short up over the last month, a petrol price hike is almost inevitable and difficult to stop," says Saurabh Mukherjea,...
19 Sep, 2012, 06.50 PM IST
- RBI may cut rates by March-April, positive for markets: Saurabh Mukherjea, Ambit Capital
From March-April onwards, we expect the policy climate in India to stabilise, to become more reformist, the state elections will be out of ...
04 Jan, 2012, 02.05 PM IST
- On a full-year basis 18k remains the target for the Sensex: Saurabh Mukherjea, Ambit Capital
14500 target for the Sensex remains in place for this period. Beyond that from March-April onwards, we see the situation normalising for In...
04 Jan, 2012, 01.39 PM IST